Tech Disruptors

When organizations begin planning to migrate business applications to the cloud, security starts to take the drivers seat, Onapsis Chief Technology Officer Juan Pablo Perez-Etchegoyen says. In this episode of Bloomberg Intelligence’s Tech Disruptors podcast, Perez-Etchegoyen joins Mandeep Singh, BI technology analyst, to discuss the deployment of security for enterprise resource-planning applications such as SAP. The conversation includes platformization, integration of Onapsis with other cyber providers and into the customers’ IT environment, and how the company stacks up against point products, including Qualys and Tenable, that specialize in vulnerability management and patching.

Softbank Vision Fund’s Director of Life Science and HealthTech John Cassidy discusses his approach to investing in health-care technology in this episode of the Tech Disruptors podcast. Co-hosts Sam Fazeli, Bloomberg Intelligence’s senior pharmaceutical analyst, and Mandeep Singh, BI’s senior tech analyst, also talk with Jason Burch, head of platform technologies at Ventus Therapeutics, one of the Vision Fund’s portfolio companies. Burch shares his perspective on how to leverage technology for research and his prognosis for drug discovery in the age of generative AI.

Check Point’s CEO Gil Shwed sits down with Mandeep Singh, Bloomberg Intelligence’s senior tech analyst, in this episode of the Tech Disruptors podcast, to talk about cybersecurity and the future of firewalls as attacks become more sophisticated. They discuss how companies are implementing a modern day SOC (Security Operations Center) and how consolidation and the emerging concept of “platformization” will impact the cybersecurity market.

The rise of generative-AI workloads has invigorated the cloud-services sector, with AI training and inference emerging as the next growth engine. Privately held provider, Vultr, pivoted early to building out an accelerated compute infrastructure. Vultr CEO J.J. Kardwell sits down with Woo Jin Ho, Bloomberg Intelligence tech analyst, in this Tech Disruptors podcast to discuss AI cloud demand and how the company’s holistic AI-services approach is far more than just stringing together a bunch of GPU clusters in a data center.

“Regulatory regimes change every day around the world,” says Clearwater Analytics CEO Sandeep Sahai, explaining one advantage of an investment reporting program that can reflect daily changes. In this episode of the Tech Disruptors podcast Sahai talks with Anurag Rana, Bloomberg Intelligence technology analyst, about how Clearwater is disrupting institutional investment reporting, how it plans to monetize generative AI and how the company’s high customer retention is driven by consistent product innovation.

CEO of C3.ai, Thomas Siebel, discusses the impact of machine learning on businesses and industries. They explore the challenges and opportunities of large-language models, regulatory scrutiny of AI models, and the importance of powerful processors for AI applications. Siebel also talks about the shifting business model of C3.ai and the company’s leadership pipeline.

Charlie Flanagan, Head of applied AI at Balyasny Asset Management, discusses the impact and potential of generative AI for investing-related workflows with Bloomberg Intelligence senior analyst, Mandeep Singh. They explore productivity enhancement, large-language-model hallucinations, GPU supply constraints, and automation in money management.

IT customers are scrutinizing their purchases more carefully than they had in the past, but they’re still spending because modernization and the digital transformation are critical for these companies, says Nutanix CEO Rajiv Ramaswami. In this episode of the Tech Disruptors podcast, Ramaswami returns to the studio and sits down with Bloomberg Intelligence senior analyst Woo Jin Ho to provide an update on the growing opportunities in so-called hyperconverged infrastructure. They also discuss the disruptive ripple effects for the industry of the Broadcom-VMware M&A, Nutanix’s strategic partnership with Cisco and generative AI.

Naveen Rao, VP of generative AI at Databricks, discusses neural networks, human vs. machine compute, the future of AI and LLMs, Databricks’ AI initiatives, competition landscape, and building scalable AI solutions for enterprises with Sunil Rajgopal on the Tech Disruptors podcast.

Establishing a marketing-software platform that powers brands in customer engagement across any channel is where companies such as Braze can differentiate themselves, Bill Magnuson, CEO and co-founder, tells Bloomberg Intelligence. To do so, Braze looks to leverage AI technology and event-streaming data architecture, processing trillions of API requests and messages. In this episode of the Tech Disruptors podcast, Magnuson sits down with Bloomberg Intelligence analyst Niraj Patel to explain the company’s tech stack, marketing and sales spending trends, competitive landscape, the impact of generative AI, data-privacy regulation and more.